Let AI do the first pass on coding.
AI suggests the category, GL account and property for each charge, based on the merchant, amount, receipt and how you coded similar charges. Accept, change or reject it, and it learns from your corrections.
Rules
When
Merchant is Home Depot and allocation is Property
Then set
Guesty: Repairs and MaintenanceQBO vendor: The Home DepotMemo: merchant, date, note
✦
AI matched vendor
POOL SUPPLY CO #22 matched to QuickBooks vendor Pool Supply Company.
Possible duplicate on task #4790Review
Confidence on every suggestion
Accept high confidence suggestions in bulk. Low confidence ones wait for a person.
Learns from corrections
Change a suggestion and the next one from that merchant reflects it.
Works with your rules
Your rules still run first. AI fills in what they leave blank.
More features
Close your books 90% faster.
See it on your stack in a 30 minute demo. Most teams go live with their first cards the same day.
First month money-back guarantee